Eddy SG Retirement Advisor
10 Hours Saved Weekly with 4 Qualified Bookings in 30 Days
AI 'Ella' now filters leads and sends booking links 24/7. Eddy saved 10 hours a week and booked 4 qualified appointments within 30 days—even while on vacation.
"I call my AI 'Ella,' and Ella has been great. I can go on holidays for seven days without looking at my phone."
Results at a Glance
Eddy SG Retirement Advisor (Singapore), a financial services business, achieved 10hrs saved weekly with ABC Sales AI WhatsApp automation. Additional results include 4 bookings in 30 days, 24/7 lead filtering.
4 Confirmed Appointments & Total Holiday Freedom
The Challenge
The Manual Lead Trap
- As a Senior Advisory Group Partner leading a team of 10 consultants, Eddy faced repetitive follow-ups for every prospect inquiry
- Manual process meant Eddy could never truly 'switch off' even on holiday
- Felt pressure to stay glued to his phone to prevent inquiries from going cold
- Needed a way to filter out insincere leads and only engage with serious prospects
The Transformation
24/7 Digital Concierge
- 24/7 Lead Response: Ella handles all initial inquiries instantly, regardless of the time or day
- Automated Qualification: The AI filters out prospects who are not serious, ensuring Eddy only spends time on high-quality leads
- Hands-Free Booking: Ella automatically sends a Calendly appointment booking link to qualified prospects
The Impact
4 Confirmed Appointments & Total Holiday Freedom
- 4 Confirmed Appointments: Secured automatically with more currently in the pipeline
- 10 Hours Saved Weekly: Eddy and his assistant no longer spend time on manual outreach
- Total Holiday Freedom: Eddy can go on holiday for 7 days without looking at his phone
- Increased Efficiency: Higher focus on engaging only with prospects who are genuinely serious about an appointment
I call my AI 'Ella,' and Ella has been great. I can go on holidays for seven days without looking at my phone... because Ella basically handles all the inquiries and sends them a Calendly appointment booking link. The prospects just show up on my calendar.
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